Stephen Miran

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Co-founder & portfolio manager, @Amberwave. Once made small contributions to saving the economy @USTreasury. 🇺🇸🏳️‍🌈🏋️‍ personal views, not investing advice

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Article May 19

Markets Aren't Buying What the Fed Is Selling. There's a Good Reason.

by Stephen Miran

The Federal Reserve, after raising overnight interest rates to “sufficiently restrictive” levels, has suggested its intent to leave them above 5% for as long as it takes to bring inflation down to its 2% target. Yet, fixed income markets continue to price rate cuts, up to 0.75% of cuts by the Januar

www.barrons.com

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Tweet Jan 22

Thread by Stephen Miran: Some notes on the missing recession 🧵 I, like others, expected a recession for most of 2022, to occur around the turn of the year. I was pretty consistent with this call, having first made it in March/April Hasn't happened yet, at least in the dat

by Stephen Miran

Some notes on the missing recession 🧵

I, like others, expected a recession for most of 2022, to occur around the turn of the year. I was pretty consistent with this call, having first made it in March/April

Hasn't happened yet, at least in the data currently available. Why?

See thread (20 tweets)

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